Stock Market Review Week – 05/25 – 05/29

Markets rose sharply to close the week and month, with technology stocks leading the way. The consistency of the earnings reports put money aside as future revenue, and most importantly, the direction of the revenue, making it clear that there is plenty of room for AI trading to work.
Investors were also looking to the Middle East. The US and Iran appear to have agreed to a 60-day extension to the existing ceasefire. But investors, for now, are looking at that ambiguity and focusing on the belief that a resolution will happen sooner rather than later.
The big economic news next week will be the jobs report on June 5. For now, the expectation is that the Federal Reserve will hold rates steady in June. But if hiring looks strong, the chances of a rate hike in future meetings may increase.
Writings of Thomas Hughes
If you’re wondering why the market is rallying this week, just focus on these articles from Thomas Hughes. AI trading plays with hardware such as custom AI chips (ASICS) from Marvell Technology NASDAQ: MRVL. The stock took a strange turn ahead of the May 27 earnings report, and Hughes explained why a pullback is possible and an opportunity.
This week has also shown that worries about the SaaS-pocalypse were unfounded. Snowflake NYSE: SELECT has been a big winner, and Hughes noted that the snowball effect of the company’s AI flywheel will lead to other benefits.
Cybersecurity stocks are also back in fashion. However, ZScaler NYSE: ZS dropped this week after announcing a strong use of AI. But Hughes outlined why this could be a buy-the-dip opportunity.
Writings by Sam Quirke
As if the market wasn’t excited enough about the upcoming SpaceX NASDAQ: SPCX IPO, rumor has it that Elon Musk has plans to merge SpaceX with Tesla NASDAQ: TSLA. This will be a developing story, but this week, Sam Quirke gave investors an overview of why the basis for such a move is already in place.
Apple Inc. NASDAQ: AAPL has been one of the hottest stocks of 2026. Quirke explained how analysts believe the company’s proprietary ecosystem holds the key to the world of Agentic AI as the conversation and dollars shift to the edge—where Apple has a concentrated advantage.
Quirke also covered the launch of Alexa shopping by Amazon.com Inc. (NASDAQ: AMZN). The product removes an unexpected source of friction for a company known for its seamless e-commerce experience. Shareholders seem to agree.
Articles by Chris Markoch
After being on the slide since October, Microsoft Corp. NASDAQ: MSFT he shows signs of life. Chris Markoch explained why analysts are aware of the company’s AI catalysts. That would mean that MSFT won’t be sold for a long time.
Most retail investors will stay away from the SpaceX IPO. However, Markoch highlighted three stocks under $50 that have risen because of their business with SpaceX, and why each may have the highest to go.
Retail profits show that consumers are still spending. However, Markoch has found insights into some of the biggest retail gains that suggest the consumer may not be as healthy as they’d hoped, and how portfolios should be positioned as a result.
Articles by Ryan Hasson
Like most stock sites, Rocket Lab NASDAQ: RKLB got a bump after SpaceX released its S-1 launch. But this week, Ryan Hasson reminded investors that Rocket Lab is making news and winning business without the SpaceX halo, which is why analysts continue to call RKLB higher.
Hasson also summarized the Alphabets NASDAQ: GOOGL Google I/O 2026 Developer Conference. The company introduced its most important suite of AI models and features. However, Hasson noted that, for now, investors are taking a wait-and-see approach for a stock that has risen 120% in the past 12 months.
Growth stocks, especially technology stocks, continue to drive the market. But Hasson reminded investors with a 10-year horizon why they shouldn’t forget about the combined returns of five high-yield stocks and ETFs.
The writings of Leo Miller
NVIDIA NASDAQ: NVDA the earnings report has become the most important report for the broader markets. But Leo Miller noted that, in this earnings season, the upcoming report from Broadcom NASDAQ: AVGO it may be 1A as investors come with high expectations.
Taiwan Semiconductor Manufacturing Company NYSE: TSM recently announced a 17% dividend increase. Miller explained how much money shareholders will receive and why it is one of the strongest stocks in the technology sector.
If the market is about to expand beyond technology stocks, Miller highlighted three stocks that have seen insider purchases of $25 million.
Articles by Nathan Reiff
Quantum computing stocks received a boost after the announcement that the federal government will provide incentives to several domestic quantum computing companies. Nathan Reiff has written about how these incentives will benefit two of the industry’s current leaders.
Amidst all the tax chaos, it is important to note that Section 232 for aluminum products remains in place. Reiff explained why that’s bullish on two aluminum stocks poised for strong gains.
Articles by Dan Schmidt
When analysts raise their price targets for a company like Micron Technology NASDAQ: MUDan Schmidt reminded investors that it’s important to look for complementary sector stocks that could get a lift. Schmidt highlighted five AI stocks that are rising in sympathy with MU and whether investors should view them as opportunities or hype.
Berkshire-Hathaway NYSE: BRK.B just released its first 13F in Greg Abel’s tenure. Schmidt explained why the new CEO’s move shows a commitment to relevance, although there has been a slight shift towards a smaller but more focused book.
Writings of Jeffrey Neal Johnson
Glasses are not just for improving the eyes. In fact, the inflection point of smart glasses is a new vision focused on augmented reality. Jeffrey Neal Johnson summarized who the major players are likely to be in this space, at least in the short term.
Johnson also highlighted Qualcomm’s recent multi-million ASIC order NASDAQ: QCOM acquired from ByteDance. But that’s only one part of Qualcomm’s growth story, which could lead to a significant re-rating for QCOM.
Mcron has become the latest member of the $1 trillion capital market club. Johnson explained the company’s key role in the AI memory boom and why this could be the start of MU.
Writings by Jennifer Ryan Woods
Retail stocks were in focus this week, and Jennifer Ryan Woods highlighted two special names that saw their share prices rise after strong earnings reports. For Abercrombie & Fitch NYSE: ANFthe stock rose 12%, boosted by the company repeating its full-year guidance despite ongoing headwinds in the Middle East.
It was a similar story at the Ross stores NASDAQ: ROST. However, Ross Stores showed strong store traffic resulting in a 17% increase in same store sales.
The writings of Peter Frank
When an investment bank delivers an earnings report that highlights revenue growth and an increase in its dividend, the stock typically rises. That is why it is worth noting that the shares of Piper Sandler NYSE: PIPR down after its strong report. Peter Frank explained why investors are focusing on the limited case for bulls.
Frank also explained why AI tools and platform extensions sent Rocket Companies NYSE: RKT back to profit. However, the company’s near-term outlook will still depend on the housing market’s development.
Insurance is about risk management. This could be a reason to look at Palomar Holdings NASDAQ: PLMR. The company’s business model focuses on writing insurance policies that other companies won’t touch. It’s a high-risk model, but see why Frank noted that analysts believe PLMR is worth the risk.
Before you consider Marvell Technology, you’ll want to hear this.
MarketBeat tracks Wall Street’s top and most effective research analysts and the stocks they recommend to their clients every day. MarketBeat identified five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and Marvell Technology wasn’t on the list.
Although Marvell Technology currently has an Average Buy rating among analysts, top analysts believe these five stocks are the best.
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